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About the Fund

The Bentham Global Income Fund (NZD) is actively managed and focused on generating stable investment income. The Fund provides diversified exposure to domestic and global credit markets.

Access to global investment opportunities not typically available to direct retail investors.
Diversified sources of income across many countries, industries, companies and investment types.
Targeted income distribution frequency: monthly.

Fund Facts

About this fund
Inception date
30 September 2013
50% Bloomberg Ausbond Composite Bond Index (hedged to NZD) and 50% Bloomberg Ausbond Bank Bill Index (hedged to NZD)
Fund size (at 31 Dec 2023)
Distribution Frequency
Suggested Min Timeframe
3 years
Portfolio Managers
Richard Quin
Fund IDs
165 696 417


Fees / Pricing
Management Costs
Min Investment
Funds under management displayed at a class level only.
Interests in the Bentham Syndicated Loan Fund NZD ARSN 165 696 300 are offered by Fidante Partners Services Limited (ABN 44 119 605 373 AFSL 320505) (Fidante Partners). Fidante Partners has appointed Bentham Asset Management Pty Ltd (ABN 92 140 833 674 AFSL 356199) as the investment manager of the Funds.

Fund Ratings

The Bentham Global Income Fund NZD has received the following ratings:

Organisation Rating
Lonsec -
Morningstar Silver
Zenith -

The Morningstar Analyst Rating™ for Bentham Global Income Fund is Silver as of 27/11/2023. © 2023 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘regulated financial advice’ under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. For more information refer to our Financial Services Guide (AU) or Financial Advice Provider Disclosure Statement (NZ) at and You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser.